Plan Snapshot
- Plan Sponsor: Beverly Hospital
- Sponsor EIN: 951816005
- Sponsor Address: 309 WEST BEVERLY BLVD, MONTEBELLO, CA, 90640
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 219 | $41.0M | $318,789 | $4.8M |
| 2022 | 846 | $39.4M | $345,839 | $5.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.040% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $148,399 | $49,436 | — | $16,500 | — |
| 2022 | $174,725 | $81,318 | — | — | $13,500 |